How to Create and Manage User Permissions in the EX.CO Platform

Overview

The EX.CO platform provides robust user management tools that allow you to create and manage user permissions based on roles and data access. This guide will walk you through how to navigate the Users page, assign roles, and set data permissions for your team.

Accessing the 'Users page'

1. Navigate to the Accounts tab in the top navigation bar.
2. Select Users to view a comprehensive list of users in your account.

What you can do on the 'Users page':

• View all users, their roles, account status, data permissions, and login details.
• Create new users.
• Edit existing user roles and permissions.

Setting user roles and permissions

Role-based permissions

The EX.CO platform uses role assignments to control access to different areas and functionalities. Each role is defined:

• Accessible pages: The sections of the platform a user can view.
• Capabilities: Whether the user has read-only or write permissions.

Data permissions

You can also specify which domains' monetization and video performance data each user can view in reporting tools. This ensures users only access the data relevant to their role.

Available roles and access levels

• Admin: Full access to all platform features, including user management.
• Account Manager: Full access to all features, except user management.
• Read-Only Access: View-only access to all features, excluding user management.
• Reporting Only: Access is restricted to reporting pages only.
• Media and Playlists: Access is limited to the Media Library and Playlists pages, with read-only access to Players.
• Reporting and Demand: Access is restricted to the Reporting and Demand sections.
• Experience Platform: Access is restricted to Experience Platform pages only.
• CTV/DOOH: Access restricted to the EX.CO Ad Server pages only.

How to create a 'New User'

1. Go to the Users page under the Accounts tab.
2. Click Add User.
3. Fill in the user's details (e.g., name, email, etc.).
4. Assign a Role and define their Data Permissions.
5. Save the changes.

How to Edit an Existing User’s Permissions

1. On the Users page, locate the user you want to edit.
2. Click Edit next to their name.
3. Update the user’s Role or adjust their Data Permissions.
4. Save the changes.

In the page, your are able to filter users based on their roles and statuses.

Available User Statuses:

1. Active: The user is fully operational and has access to the platform.
2. Inactive: The user account is temporarily disabled but can be reactivated if needed.
3. Deleted: The user account has been removed ( restoring permissions is available in the UI)
4. Not Verified: Credentials have been created for the user, but they have not yet logged in to verify their account.